10 Best Financial Advisors in Nashville (for 2019)

Ryan Friend

Article Approved By Banking Expert

This article has been reviewed and deemed factual by our content auditor with 8 years of banking experience.

Article Approved By Banking Expert

This article has been reviewed and deemed factual by our content auditor with 8 years of banking experience.

The capital of Tennessee that is also known as Music City, Nashville has about 700,000 people that call it home alongside the Grand Olde Opry and other destinations. It also has thriving health care management, finance, and music production industries, making it a great place for people who either have found or want to find financial success. Yet such wealth requires proper management, and that’s just what a financial advisor is more. Fortunately, there are plenty of firms in the city to help, and we searched around to find the very best.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

10 BEST FINANCIAL ADVISORS COMPARED (2019)

There are 57,657 financial advisors in the USA in 2019. Complete our advisor quiz to find the best one for you.

Step 1 of 16

6%

What's your zip code?*

(Your zip ensures quotes are as accurate as possible for your area)

Which of these financial goals are you thinking about now? (Choose all that apply)

(please select all that apply)

Select All

Retirement

Increasing my net worth

Protecting my assets

Achieving financial security/stability

Helping managing my assets

Paying off Debt

Other

When would you like to retire?*

1-4 years

5-9 years

10-15 years

16-25 years

25 years +

Already retired

How do you currently manage your own money?

(please select all that apply)

Select All

I manage my own investments

I use retirement plans (401k, IRA)

I use a robo advisor

I work with a Financial Advisor

None of the above

How familiar with the markets are you?*

I am very familiar

Im moderatly familiar

I'm not very familiar

I don't know

Are you married?*

Yes

No

Do you own your own home?*

Yes

No

Do you have children?*

Yes

No

Do you own a business?*

Yes

No

Do you currently have a financial advisor?*

Yes

No

Do you need your financial advisor to be located near you?*

Yes

No, I am comfortable working by phone or video-conference

Do you prefer working with a female or male advisor?*

Female

Male

Doesn't matter to me

What is your yearly household income?*

Under $40,000

$40,001-$75,000

$75,001-$100,000

$100,001-$200,000

$200,000+

Estimate your total liquid net worth (investable assets)?*

Under $25,000

$25,001-$100,000

$100,001-$250,000

$250,001-$500,000

$500,001-$1,000,000

$1,000,001-$5,000,000

$5,000,000 +

Best email address to connect you with your advisor?

Name

First

Phone Number*

Here are our top five choices for financial advisory firms in Nashville, Tennessee:

Woodmont Investment Counsel, LLC

An employee-owned firm with nearly $688 million in assets under its management, Woodmont Investment Counsel, LLC has been around since 2000 and works with individuals, families, pension and profit-sharing plans, business owners, and charitable organizations. You can expect services such as investment management, estate planning, retirement planning, tax mitigation, and financial consulting.

They believe in using diversified asset allocations on your portfolios that can grow your invested assets. The firm also goes a step further by placing your money into pooled investments, which opens up new investment opportunities that might have been unavailable for individual investors.

Woodmont Investment Counsel, LLC is a fee-only firm that has a minimum account requirement that varies from $750,000 to $1 million based on the account type.

You can expect the following working with Woodmont Investment Counsel:

A sophisticated investment team with diverse backgrounds in the finance world.

Transparency when it comes to disclosing potential conflicts of interest, investment costs, and fees.

A comprehensive investment solution that will help you achieve financial goals in the rapidly changing economy.

Mastrapasqua Asset Management, Inc

Founded in 1993, Mastrapasqua Asset Management, Inc is the oldest firm on our list, and has more than $579 million in assets under its management. The firm is also known as M Capital Management and works with both non-high-net-worth and high-net-worth individuals, government institutions, businesses, foundations, retirement plans, trusts, and endowments.

They use an independent, research-based approach when crafting portfolios for its clients. This ensures they get the best possible results from their investment plans. Some services they offer include asset management, strategic retirement planning, estate planning, trust planning, and higher education planning.

Mastrapasqua Asset Management, Inc is a fee-only firm that has a $100,000 minimum account requirement to work with them.

You can expect the following working with Mastrapasqua Asset Management:

The use of independent research to pick out investments.

The use of a combination of fundamental analysis, macroeconomics, and diversified asset allocations.

The chance to call in and listen to advisors as they discuss potential updates every morning.

Tillman Hartley

Tillman Harley has a bit more than $524 million in assets under its management and mostly works with high-net-worth individuals and charitable organizations. They offer investment management and financial planning services. It has a unique service called Family Board of Directors. This service is designed for when a single advisor finds it unmanageable to handle a family’s wealth. Therefore, a team of advisors will meet with such clients on a quarterly basis to help them in managing their assets for maximum returns.

They provide clients with a survey to fill that focuses on investment goals, preferences, time horizon, and risk tolerance, then create a preliminary portfolio based on the results. If the client is satisfied with that portfolio, they will use it.

Tillman Hartley is a fee-only firm that has no minimum account requirement to work with them.

You can expect the following working with Tillman Hartley:

A high ethical and professional standard for all advisors.

Experience dealing with large families with a lot of wealth.

The use of third-party research materials, annual reports, and corporate rating services when conducting potential securities analysis.

Kraft Asset Management, LLC

With about $340 million in assets under its management, Kraft Asset Management, LLC has advisors that handle life transition-related financial struggles, such as going into retirement or a death in the family.

Apart from dealing with life transitions, the firm also provides other services that include investment management, cash flow management, estate planning, income tax planning, and retirement planning. They do so with over 20 years of experience in the financial sphere.

Kraft Asset Management, LLC is a fee-based firm that has a $500,000 minimum account requirement to work with them.

You can expect the following working with Kraft Asset Management:

A concentration on providing solutions to financial struggles.

The use of the Monte Carlo simulator to assess whether an investment plan will be on the right track to help you achieve your set goals.

The heavy use of bonds in investment portfolios.

Criterion Capital Advisors

Just recently founded in 2018, Criterion Capital Advisors is rapidly growing as a financial advisory firm and has more than $305 million in assets under its management. Some of the services it offers include portfolio management, retirement and income planning, trust and estate planning, risk management and asset protection strategies, education planning, and gifting and charitable strategies.

They create easy-to-understand investment plans that are effective in helping you achieve all your important life goals as you’re nearing retirement. They work with all sorts of individuals, corporations and charitable organizations.

Criterion Capital Advisors is a fee-based firm that has a no minimum account requirement to work with them.

You can expect the following working with Criterion Capital Advisors.

A team of advisors that uses in-house analysis, independent research, and third-party sources to develop the best practical strategies for your portfolio.

A firm that’s personalized in their approach but is very keen in their final investment recommendations.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

10 BEST FINANCIAL ADVISORS COMPARED (2019)

There are 57,657 financial advisors in the USA in 2019. Complete our advisor quiz to find the best one for you.

Step 1 of 16

6%

What's your zip code?*

(Your zip ensures quotes are as accurate as possible for your area)

Which of these financial goals are you thinking about now? (Choose all that apply)

(please select all that apply)

Select All

Retirement

Increasing my net worth

Protecting my assets

Achieving financial security/stability

Helping managing my assets

Paying off Debt

Other

When would you like to retire?*

1-4 years

5-9 years

10-15 years

16-25 years

25 years +

Already retired

How do you currently manage your own money?

(please select all that apply)

Select All

I manage my own investments

I use retirement plans (401k, IRA)

I use a robo advisor

I work with a Financial Advisor

None of the above

How familiar with the markets are you?*

I am very familiar

Im moderatly familiar

I'm not very familiar

I don't know

Are you married?*

Yes

No

Do you own your own home?*

Yes

No

Do you have children?*

Yes

No

Do you own a business?*

Yes

No

Do you currently have a financial advisor?*

Yes

No

Do you need your financial advisor to be located near you?*

Yes

No, I am comfortable working by phone or video-conference

Do you prefer working with a female or male advisor?*

Female

Male

Doesn't matter to me

What is your yearly household income?*

Under $40,000

$40,001-$75,000

$75,001-$100,000

$100,001-$200,000

$200,000+

Estimate your total liquid net worth (investable assets)?*

Under $25,000

$25,001-$100,000

$100,001-$250,000

$250,001-$500,000

$500,001-$1,000,000

$1,000,001-$5,000,000

$5,000,000 +

Best email address to connect you with your advisor?

Name

First

Phone Number*

Conclusion

Apart from being Music City, Nashville is an excellent place for you and your family to live and prosper. We don’t want you making bad financial decisions that can affect your future, which is why we have provided you with the top five choices for a financial advisor. We urge you to do further research on each firm and select one that seems to be the right fit for you.